Southern California Bond Managers: Big Smoke, Small Fire Much personal drama, not much investment disparity. John Rekenthaler Sep 22, 2017
The Latest Salvo Against Indexing They lead to lazy CEOs and fat-cat profits. John Rekenthaler Sep 19, 2017
5 Funds That Don’t Exist, but Should They would be investment successes, although perhaps not commercial hits. John Rekenthaler Sep 15, 2017
How Personalities Determine Investment Styles You're either born a growth-stock investor, or you're not. John Rekenthaler Sep 5, 2017
What Is the Right Amount of International Diversification? Whatever amount you wish (within reason). John Rekenthaler Sep 1, 2017
4 Reasons Not to Own the Market Portfolio There are valid reasons to take a different approach. John Rekenthaler Aug 29, 2017
The Cult of the Portfolio Manager An idea whose time has come--and gone. John Rekenthaler Aug 22, 2017
Dow 36,000: Mass Illusion, or an Idea Ahead of Its Time? Revisiting 1999’s best-seller. John Rekenthaler Aug 18, 2017
Are Index Funds Too Soft on CEOs? Let's look at the argument that indexers fail with corporate governance. John Rekenthaler Aug 15, 2017
3 Reasons Index Investors Deserve Perdition (or Not) Do the arguments that indexers are hurting the market hold water? John Rekenthaler Aug 11, 2017
The Perfect Storm for Active Stock-Fund Managers They have faced the stiffest possible headwinds. John Rekenthaler Aug 8, 2017
ETFs Aren't Always What They Seem The curious disappearance of the company called PureFunds. John Rekenthaler Aug 4, 2017
What David Swensen Didn’t Write About Stock Trading Spreads His New York Times editorial was correct—as far as it went. John Rekenthaler Aug 1, 2017
What to Do If Your Fund Changes Portfolio Managers The study says … do nothing! John Rekenthaler Jul 28, 2017
It's Groundhog Day (Again) for the U.S. Fund Industry Vanguard, BlackRock, and plain-vanilla indexes dominate the sales charts. John Rekenthaler Jul 25, 2017
Venture Capital: A Good Investment If You Can Get It The problem is getting it. John Rekenthaler Jul 21, 2017
Does Consumer Sentiment Predict Stock Prices? Zigging when other investors are zagging. John Rekenthaler Jul 19, 2017
Yes, Mutual Fund Managers Do Have Skill A fat lot of good that does them. John Rekenthaler Jul 11, 2017
Baskets, Baseballs, and Target-Date Funds Sports marketplaces aren’t all that different from the investment arena. John Rekenthaler Jul 7, 2017